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Irwin Wagner (Denver)


Irwin Wagner is a large advisory firm based in Denver. It manages $27.4 million of regulatory assets for 113 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Colorado.

Irwin Wagner provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Irwin Wagner: assets under management

The assets under management (AUM) of Irwin Wagner is $27.4 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $27.4 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $242.48 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Irwin Wagner for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Denver

The principal office where Irwin Wagner performs its advisory services is located at 501 South Cherry Street, Denver, CO 80246, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 303-394-9600 or by fax 303-320-5795. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.


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